SWS Partners’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
143,792
+957
| +0.7% | +$20.3K | 0.82% | 40 |
|
|
2025
Q1 | $3.07M | Sell |
142,835
-1,721
| -1% | -$37K | 1.01% | 33 |
|
|
2024
Q4 | $3.04M | Buy |
144,556
+29,354
| +25% | +$618K | 0.92% | 35 |
|
|
2024
Q3 | $2.67M | Sell |
115,202
-19,586
| -15% | -$454K | 0.85% | 37 |
|
|
2024
Q2 | $2.69M | Buy |
134,788
+3,947
| +3% | +$78.8K | 0.8% | 41 |
|
|
2024
Q1 | $2.66M | Buy |
130,841
+7,216
| +6% | +$146K | 0.79% | 44 |
|
|
2023
Q4 | $2.56M | Sell |
123,625
-4,473
| -3% | -$92.6K | 0.83% | 45 |
|
|
2023
Q3 | $2.27M | Buy |
128,098
+8,424
| +7% | +$150K | 0.84% | 50 |
|
|
2023
Q2 | $2.34M | Sell |
119,674
-6,533
| -5% | -$128K | 0.84% | 47 |
|
|
2023
Q1 | $2.46M | Buy |
126,207
+2,337
| +2% | +$45.6K | 0.92% | 38 |
|
|
2022
Q4 | $2.39M | Buy |
123,870
+2,091
| +2% | +$40.3K | 1.13% | 35 |
|
|
2022
Q3 | $2.28M | Buy |
+121,779
| New | +$2.28M | 1.05% | 35 |
|
|
2021
Q1 | – | Sell |
-138,846
| Closed | -$2.64M | – | 107 |
|
|
2020
Q4 | $2.64M | Sell |
138,846
-1,320
| -0.9% | -$25.1K | 1.17% | 21 |
|
|
2020
Q3 | $2.48M | Buy |
+140,166
| New | +$2.48M | 1.24% | 19 |
|
|
2020
Q2 | – | Sell |
-137,448
| Closed | -$2.25M | – | 104 |
|
|
2020
Q1 | $2.25M | Buy |
+137,448
| New | +$2.25M | 1.61% | 17 |
|
|
2019
Q3 | $3.14M | Buy |
134,156
+12,226
| +10% | +$286K | 1.86% | 10 |
|
|
2019
Q2 | $2.77M | Buy |
+121,930
| New | +$2.77M | 1.76% | 11 |
|
|
2018
Q4 | $231K | Buy |
+11,998
| New | +$231K | 0.18% | 96 |
|
|
2018
Q2 | – | Sell |
-8,532
| Closed | -$161K | – | 275 |
|
|
2018
Q1 | $161K | Buy |
8,532
+8,530
| +426,500% | +$161K | 0.12% | 74 |
|
|
2017
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 405 |
|